Organizing Your Business

As a new business owner it can be hard to stay focused and remain productive when there is so much to get done. You may have found that your mind is going in 360 different directions and your office has quickly become cluttered.  It’s time to organize and prioritize. There are 3 categories that can help you put your junk (mental or physical) in order so that you can get a grip on your business operations and free your mind of the mess.

For Mental Organization

First you must write down every task that you’ve filed in order of priority.  Your mental to do list has to come out on paper, so that it is visible.  Even if it’s an idea that you have for a year down the road put it on your list and be sure that you include the date. If you don’t know where to start the Beloda Productivity Worksheet will help you with this.  Here are somesuggestions for what should be on your list of to do’s for your start-up:

  • Get an EIN
  • Bet a Business License
  • Get a domain name
  • Hire one new employee
  • Create social media accounts(Twitter, Facebook, Pinterest, Instagram)

For Physical Organization

Write out the list of things that you need in categories.  Below is a high level list that will help you get started.

  • Office Supplies
  • Accounting/Banking paperwork
  • Customer Paperwork
  • Federal & State Tax Paperwork
  • Junk

Once you organize a high level list you can break it down into whatever categories that make it easy for you like alphabetizing your customer or organizing your accounting/banking paperwork by month.

Tasks must be broken down into 4 categories:

  1. Do it: As a business owner this may be the easiest thing to do; however, it is not always best for business.  You may find that you want to do everything yourself and right now which may be your biggest downfall. Before placing items in this category first consider whether or not you have qualified staff that can get the job done, after all that’s why you pay them. For those tasks that require immediate attention (i.e. the next 30-90 days) and that no one else but you can do put them in the “DO IT” category.


  1. Delegate it: This can be one of the hardest things to do especially for a person who likes control.  Trusting someone to help you with your work when you’re first starting out can be difficult.  Close friends and relatives who may be interested in supporting you and doing some “pro bono” work can sometime suffice for getting small tasks knocked off of your list.  If your work load is enormous consider employing a virtual assistant (VA) to help with administrative work that may be overloading your desk.  It’s a cheap and easy way to grab a resource for a limited period of time.


  1. Delete it: It’s hard to let go of ideas and tasks but not everything needs to be done.  Now that your ideas are on paper, you may realize that some of them are over the top or just plain unnecessary.  If you’re using the Beloda worksheet move these tasks into the “Closed Items” category but don’t physically delete them from your worksheet because you may recreate these ideas at a later date. It’s good to know what you wanted to do even though you did not do it.


  1. Delay it: Not everything needs to be done right now.  Take some time and review the items that are left on your list and decide which ones you can hold off.  For new businesses things like getting a logo professionally made, trademarks, or even hiring a new employee may not be priority. With all of the ideas that you may have for your business tasks that are done prematurely and unnecessarily may cost more money and time than you have available to implement successfully.  Really consider what can be delayed and remember to revisit these tasks regularly to maintain visibility.

Now that you have the direction all you need now is the tool to get the job done. E-mail and in the subject line put “Beloda Productivity Worksheet” to receive a free productivity tracking document.

the author

Adrian T. Marable has motivated and inspired many men and women to lean forward in their personal and career lives. He has a proven track record of creating the path of success for the "average Joe" which includes career, personal, educational, and spiritual satisfaction. Adrian's mission in life is to promote a successful mindset which leaves the individual with the mental tools to be successful.